Senior Wealth Strategist – Estate & Legacy Planning

CIBC US; Chicago (IL); Hybrid; USD 200,000 - 225,000; Full time

Benefits offered by this job

Health benefits

401(k) retirement plan

Paid time off

Job summary

CIBC US in Chicago seeks a Wealth Strategist to partner with Relationship Managers and high net worth clients to develop and implement comprehensive wealth plans, including estate and tax planning, philanthropic strategies, and business succession.

You will collaborate with attorneys, CPAs, and external partners, contributing to education, thought leadership, and broader wealth-management initiatives while supporting business development and client education across the firm.

Qualifications

• Bachelor’s degree and Juris Doctor required.
• 6–10+ years of estate planning experience as an attorney.
• Experience in insurance planning, business succession planning, executive compensation, and philanthropic planning.
• Tax planning and accounting experience is a plus.

Responsibilities

• Develop holistic wealth plans with Relationship Managers and HNW clients.
• Coordinate with attorneys, CPAs, and outside advisors to implement strategies.
• Review estate planning documents and prepare summaries for clients.
• Support business development activities and contribute to educational materials.
• Promote the wealth strategies offering across the firm.

Skills

Strong communicator

Relationship management

Strategic thinking

Leadership

Attention to detail

Education

Bachelor’s degree

Juris Doctor

Job description

CIBC US in Chicago seeks a Wealth Strategist to partner with Relationship Managers and high net worth clients to develop and implement comprehensive wealth plans, including estate and tax planning, philanthropic strategies, and business succession.

You will collaborate with attorneys, CPAs, and external partners, contributing to education, thought leadership, and broader wealth-management initiatives while supporting business development and client education across the firm.